Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600
Direct Line: 973-285-3674
moleary@sfr1.com

 

 

 

 

Mark J. O'Leary

Specialization:
• Diversified Comprehensive Financial Planning
• Sophisticated High Net-Worth Planning
• Detailed Retirement Planning
• Investment Management
• Estate Planning

Business Experience:
• Senior Advisor, Summit Financial Resources, Inc.
• Analyst, Prudential Specialized Finance Group,
  Newark, NJ
• Short Options Analyst, Shearson Lehman Brothers,
  New York, NY

Personal:
More than 9 years of experience specializing in solving problems and maximizing opportunities for high net worth families; Co-Founder of the PharmaExecutive Wealth Advisory Group - created to provide financial strategies for pharmaceutical executives. Extensive client list including Wall Street and corporate executives and business owners; created seminars focusing on Retirement Income Preservation Strategies - providing specialized solutions for retirees; member of FPA - Financial Planning Association; well-integrated support staff including plan design coordinators and marketing specialist; numerous clients both domestically and within the international community. Mark and his wife live in New Jersey and are the parents of three children.